Smith Salley Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,079
| Closed | -$94K | – | 235 |
|
|
2023
Q2 | $94K | Hold |
2,079
| – | – | 0.01% | 224 |
|
|
2023
Q1 | $82.5K | Buy |
2,079
+2
| +0.1% | +$96 | 0.01% | 224 |
|
|
2022
Q4 | $121K | Hold |
2,077
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $118K | Hold |
2,077
| – | – | 0.01% | 210 |
|
|
2022
Q2 | $128K | Hold |
2,077
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $137K | Hold |
2,077
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $132K | Hold |
2,077
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $127K | Hold |
2,077
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $136K | Hold |
2,077
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $127K | Hold |
2,077
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $132K | Hold |
2,077
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $111K | Hold |
2,077
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $122K | Hold |
2,077
| – | – | 0.02% | 187 |
|
|
2020
Q1 | $103K | Hold |
2,077
| – | – | 0.02% | 176 |
|
|
2019
Q4 | $149K | Buy |
2,077
+77
| +4% | +$5.19K | 0.02% | 196 |
|
|
2019
Q3 | $125K | Hold |
2,000
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $112K | Hold |
2,000
| – | – | 0.02% | 188 |
|
|
2019
Q1 | $113K | Hold |
2,000
| – | – | 0.02% | 171 |
|
|
2018
Q4 | $114K | Hold |
2,000
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $126K | Hold |
2,000
| – | – | 0.02% | 186 |
|
|
2018
Q2 | $135K | Hold |
2,000
| – | – | 0.02% | 179 |
|
|
2018
Q1 | $125K | Hold |
2,000
| – | – | 0.02% | 175 |
|
|
2017
Q4 | $107K | Hold |
2,000
| – | – | 0.02% | 179 |
|
|
2017
Q3 | $110K | Hold |
2,000
| – | – | 0.02% | 170 |
|
|
2017
Q2 | $109K | Hold |
2,000
| – | – | 0.02% | 169 |
|
|
2017
Q1 | $103K | Hold |
2,000
| – | – | 0.02% | 171 |
|
|
2016
Q4 | $89K | Hold |
2,000
| – | – | 0.02% | 156 |
|
|
2016
Q3 | $83K | Hold |
2,000
| – | – | 0.02% | 153 |
|
|
2016
Q2 | $79K | Hold |
2,000
| – | – | 0.02% | 155 |
|
|
2016
Q1 | $79K | Hold |
2,000
| – | – | 0.02% | 156 |
|
|
2015
Q4 | $81K | Hold |
2,000
| – | – | 0.02% | 157 |
|
|
2015
Q3 | $75K | Hold |
2,000
| – | – | 0.02% | 151 |
|
|
2015
Q2 | $75K | Hold |
2,000
| – | – | 0.02% | 158 |
|
|
2015
Q1 | $76K | Hold |
2,000
| – | – | 0.02% | 162 |
|
|
2014
Q4 | $70K | Hold |
2,000
| – | – | 0.02% | 168 |
|
|
2014
Q3 | $70K | Sell |
2,000
-400
| -17% | -$14K | 0.02% | 173 |
|
|
2014
Q2 | $83K | Buy |
+2,400
| New | +$78.1K | 0.02% | 186 |
|
Other funds holding SIRI
Smith Salley Wealth Management's SIRI Position: Q3 2023 in Review
Smith Salley Wealth Management sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 2,079 shares — an estimated $94K sold.
Smith Salley Wealth Management first reported a position in SIRI in Q2 2014 and held it in 37 quarters. The position peaked at $149K in Q4 2019. 606 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.
- Smith Salley Wealth Management reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
- Smith Salley Wealth Management sold 2,079 SiriusXM shares in Q3 2023, an estimated $94K.
- Smith Salley Wealth Management first reported a position in SiriusXM in Q2 2014 and held it in 37 quarters.
- Smith Salley Wealth Management's SiriusXM position peaked at $149K in Q4 2019.
- 606 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.
Based on Smith Salley Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.